Main Page

How to Use ThermoGRID WIKI

 

If you want to find how to create an estimate, type in "estimate" in the search bar. This will then present you will all the pages containing the word estimate. From here you can choose the page that seems to work best for what you are looking for.

If you want to see all pages that have been created, click: "Special Pages" on the left and under where it says Lists of Pages you will see "All pages". Here you can see all the pages and explore areas you want to learn more about. 

 

New Features & Updates

 

2-7-18

1) Rework labor section of job costing page to allow user to be able to choose what jobs they want to see actual time for.

2) Fix bug in Firefox that prevents adding new clients from the call page

2-6-18

1) Transfer payments, partial or full to QuickBooks

1-31-18

1) Remove "home" link from top menu as home button already goes here. 

2) add "Jobs" link to top menu

3) Make "Reports" and "Administration" menu links dropdown menus

4) Fix bug with long order option names by limiting to 25 characters.

5) Fix bug that was causing renewed memberships to have wrong visit dates.

1-30-18

1) Change the filters for scheduled date and create date on the my-jobs page to allow searching by start and end date, rather than a fuzzy string search of whatever was typed in.

 

1-23-18

1. Client membership recurring payments can now be synced to QBO/QBD as an invoice or sales receipt with proper config. This will only affect new memberships setup after this change which use recurring payments and that get a sync type selected during creation.

2. Adjusted job costing page to keep track of commission and bonus amounts separately for orders report and payroll and commission reports.

3. Adjusted orders report and payroll report to match commission amount shown on job costing page in respective table

1-18-18

1) On Inventory stock levels page

-- Remove "wall of buttons" and replace with cog wheel dropdown menu

-- Add option under new dropdown menu to be able to show only low items or show all items in location

-- Add "Reorder?" checkbox to each item to be able to choose whether or not it gets re-ordered.

2) On Inventory Order details

-- Add "Notes" field to the order. This gets displayed below the address on the print version of the order.

3) On Inventory Order print version

-- Add Company Address below logo

1-15-17

 Add pop-up window on payroll report to show a breakdown of hours by job type.

1-14-18

New help center under construction, it operates like Wikipedia - Will be complete this month.

1-2-18

1. Changes to job dispatching:

• Assistants now receive notifications.
• If you change the tech, only the tech will get a email/text.
• If you update the assistants, only the assistants will only get emails/texts.
• If you update the date, the tech and assistants will both get emails/texts.
• Also fixed strange UI bugs with that page. In some situations, choosing assistants would wipe out the tech and vise versa.

2. VOIP Lead Source Tracking

3. VOIP Browser Client Usage - On Communication Integrations page, include Browser Client minutes in usage statistics.

12-21-17

• On the manage stock levels page, there is now a button a user can click to add an item to the service catalog directly. Once they save they are taken back to the stock levels page. This should eliminate about 5 clicks in that process.
• Fix for service catalog import from adding new values to manage drop downs for the custom filters.

12-20-17

• Added primary job type filter to orders report. Also fixed lead source filters so you can select multiple.
• Changed "Link to Call" to "Link to Job" so orders can now be linked to a call and job so other TG features can utilized.
• Added "Actual Labor Hours" and "Actual Labor Cost" rows to job costing page under the commission summary section.

12-19-17

• Change "Inventory Restock" page to "Items Used"
• Allow ordering for inventory items that are not in stock, purchased items that are not a part of inventory on Items Used page.

12-18-17

• Fix timezone issue causing deleted recurring events to remain displaying on the calendar.
• Add time to date on "end on date" field for recurring events.

12-14-17

• Unlock names for types and filters in service catalog... (be able to change names of the pages on the export).

12-12-17

1st phase of 3 VoIP

• Make calls
• Take calls
• Forward calls to multiple numbers
• Record calls and they auto attach to calls

12-8-17

• Auto select tax for new clients

12-6-17

1) On the membership report, change the "Due" and "Overdue" filters to where if "only" is selected for both, both due and overdue memberships will be shown.
2) On membership report, fix bug with the visit begin date and visit end date filters.
3) On payroll report, add columns to break down regular hours and overtime hours.

 

http://www.thermogrid.org/updates.html

 

 

Full Feature List

All Features - Any Tablet - Any Smart Phone - Anywhere - Anytime

 

Check them out Here

Getting Started with Thermogrid - How to use

Login:

You have receive an address for you ThermoGRID account... The address will be your company name.thermogrid.com

Type this into the address bar at the top of your browser, we recommend using Google chrome as your browser.

 

Setup Your Pricing - Example Price Books You Can Use For HVAC

 

Home Page

• Terms of use
• Support

My Account Page (click your name in the top right of the screen)

• Password
• Phone
• Email

Training: Training Checklist

* Have pricing uploaded first if possible.

Session 1 -  Administration/ Management - 1 to 2 hours

Learn to customize and setup. Setup QB

Session 2 - Call Center - 1 hour

Learn to schedule and dispatch. Need to book assign jobs to (Sales/Techs/Installers)

Session 3 - Sales/Techs/Installers - 1 hour

Learn to give estimates and invoices to clients with signature and payment. Learn load calc., job docs, inventory, upload pics, and submit

Session 4 - Sales/Techs/Installers - 30 min Call center follows 1.5 hour 

Answer questions about previous training (Learn to give estimates and invoices to clients with signature and payment. Learn load calc., job docs, inventory, upload pics, and submit)

Call center learn to close orders/jobs/calls - transfer to QB - QB Log

Navigation: 

See All our help Pages: [1]

Partner Training & Consulting

Extreme Closing & Consulting

1. Online Training - 2. Webinars - 3. Onsite

You can get training in all departments one of three ways.

#1 Recruiting

• When to recruit
• Where to recruit
• How to recruit
• Creating Ads
• Getting top talent
• Retention

#1 Call Center

• Scripts
• Club Sales
• Call Conversion
• Scheduling
• Dispatching for profit

#1 Sales 

• Scripts
• Objection handling
• Psychology of sales

#1 Service

• Agreement Sales
• Average Ticket
• Generating Leads
• Technical
• EPA

Management

• Accountability
• Personality Assessing
• Time Management
• Manage 
• Coaching
• Leading

 

 

Contact ThermoGRID Support

http://www.thermogrid.org/contact.html

 

[email protected]

1-800-592-3611

ThermoGRID Website

www.ThermoGRID.com